Senior Vice President, Lead Wealth Advisor

Confidential

Appleton, WI

Senior Vice President, Lead Wealth Advisor

About the Company

A nationally recognized wealth management, retirement advisory, and business management firm.

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking an SVP, Lead Wealth Advisor to join its team. The successful candidate will be responsible for serving as a trusted advisor to high-net-worth individuals and families, delivering customized wealth management strategies and comprehensive financial planning. This role involves taking ownership of an established client base, deepening relationships through exceptional service, and developing sophisticated planning recommendations across various financial areas. The ideal candidate should have a strong background in investment management, retirement planning, tax strategies, estate planning, insurance, and complex financial planning concepts. A CFP designation or another advanced wealth management credential is strongly preferred, along with a Bachelor's degree in a related field. The role is well-suited for a polished relationship manager with over 10 years' experience in advising affluent clients, who is looking for a platform with exceptional resources, collaboration, and growth potential. The candidate should be an entrepreneurial-minded individual with the ambition to grow a practice and become a leader within the company. Responsibilities also include leading client meetings, monitoring portfolio performance, and collaborating with a team of specialists to provide highly customized solutions. The company values a planning-first culture that prioritizes trusted relationships and long-term client success over product sales. The role offers the opportunity to make an immediate and lasting impact, with a focus on delivering sophisticated, comprehensive wealth management solutions.

Functions

Finance

Confidential

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Vacancy posted 4 days ago

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